Fidante are one of Australia’s largest active investors, offering compelling strategies across equities, fixed income, and alternative assets, via partnerships with leading investment teams. Fidante is a multi-boutique investment manager, wholly owned by Challenger Limited an ASX-listed investment management firm managing $131 billion in assets (as at 31 December 2024).
We achieve our goals by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.
Sales Director, Fidante
The purpose of this role is to successfully position Challenger and Fidante as an investment management leader in the UK institutional and wholesale market, develop and implement a successful sales strategy for a range of investment capabilities. The role will work with our affiliates to build and diversify their businesses and contribute to the institutional distribution team in a collaborative and effective manner to further support our global growth and presence.
The Sales Director will work with selected Challenger Funds Management and Fidante Partners investment strategies in the UK institutional and wholesale market.

The responsibilities will include, but not be limited to:

• Raise assets by identifying and securing new clients.
• Manage and expand existing client relationships.
• Maintain existing consultant ratings and platform listings while actively pursuing new ones.
• Assist in preparing investment analysis and client-facing materials for prospects and consultants.
• Support the preparation and, when appropriate, delivery of client reporting, including annual and quarterly reports, transaction and fund updates, and Q&A sessions.
• Coordinate the development of capability papers, pitch materials, thought leadership pieces, RFPs, and other relevant documents.
• Conduct market research and competitor analysis to identify trends and opportunities.
• Contribute to product development initiatives by generating and refining new ideas.
• Deliver presentations to clients, prospective clients, and consultants as needed.
• Collaborate with cross-functional teams across Challenger to ensure seamless sales and client activity.

The Global Institutional Development team comprises experienced business development and client service executives, located in Australia, Japan, United Kingdom and Sweden, with deep experience in all aspects of institutional investment management.
We operate in a fast-paced environment that thrives on a collaborative approach aligning capability and expertise to meet and exceed client and prospect needs in a flexible manner. The team values integrity, aiming high, and collaboration.

To excel in this role, a significant level of experience is required:

• You will likely have 5-10 years of experience in institutional asset management sales.
• Must possess strong existing relationships with UK Institutional Investors.
• Experience managing institutional and wholesale client relationships and retaining FUM in the UK market.
• Strong understanding of multiple asset classes, with a commitment to continuous learning and expansion of expertise.
• Demonstrated success working with global asset consultants and wealth platforms.
• Undergraduate degree in economics, finance, science, or engineering.
• IMC, CIMA, or CFA desirable, however not essential.

Additional information:
Working at Challenger means being part of a diverse, connected team that has fun and loves what they do. We’re small enough, but big enough to accelerate bold ideas, realising what’s possible for our customers and partners.

At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment including.

• Discretionary bonus scheme.
• Eighteen weeks paid leave for all new parents.
• Flexibility on when, and how, parental leave is taken.
• Challenger Day – one extra day off every year in recognition of the effort our people make.
• Additional support leave (fertility treatment leave, gender affirmation leave).
• Extra superannuation contributions.
• Employee share plan.

LI-GS1

LI-Fidante

LI-Hybrid

We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality.
We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.
Job type:
Permanent
Posting Close Date :
28/03/2025
About Us
Life at Challenger is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement.
Our people bring their diverse backgrounds and perspectives to a workplace which is inclusive, flexible, and driven by our values – act with integrity, aim high, collaborate and think customer.
Our environment is one where our passionate teams can thrive. Our people quickly discover that a role at Challenger is much more than just a job. Our working environment is unique and encourages our employees to share their ideas and feel empowered to tackle new opportunities.

The responsibilities will include, but not be limited to:

• Raise assets by identifying and securing new clients.
• Manage and expand existing client relationships.
• Maintain existing consultant ratings and platform listings while actively pursuing new ones.
• Assist in preparing investment analysis and client-facing materials for prospects and consultants.
• Support the preparation and, when appropriate, delivery of client reporting, including annual and quarterly reports, transaction and fund updates, and Q&A sessions.
• Coordinate the development of capability papers, pitch materials, thought leadership pieces, RFPs, and other relevant documents.
• Conduct market research and competitor analysis to identify trends and opportunities.
• Contribute to product development initiatives by generating and refining new ideas.
• Deliver presentations to clients, prospective clients, and consultants as needed.
• Collaborate with cross-functional teams across Challenger to ensure seamless sales and client activity

To excel in this role, a significant level of experience is required:

• You will likely have 5-10 years of experience in institutional asset management sales.
• Must possess strong existing relationships with UK Institutional Investors.
• Experience managing institutional and wholesale client relationships and retaining FUM in the UK market.
• Strong understanding of multiple asset classes, with a commitment to continuous learning and expansion of expertise.
• Demonstrated success working with global asset consultants and wealth platforms.
• Undergraduate degree in economics, finance, science, or engineering.
• IMC, CIMA, or CFA desirable, however not essential